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20WC-1784: Credit Analysis Basics: The ABC's Of Bank Lending (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Tuesday, March 23, 2021
1:00pm - 3:00pm Central Time
2 CPE (2 technical)

A proactive session to learn how banks make lending decisions based on the five (5) C's of credit: capacity, capital, collateral, conditions, and character. We'll cover the three (3) main areas of lending: consumer, mortgage and commercial lending. Each illustrated with real life "case studies."Review loan structure, loan support, and documentation issues; and how they are an intricate part of the lending process. The basics of loan compliance will be provided including Reg B, Reg Z, TRID, BSA and Fair Credit Reporting.

Major subjects

  • Gain an understanding of how banks make lending decisions based on the five (5) C's of credit.
  • Learn about the three (3) main areas of lending.
  • Apply the three areas to individual case studies.
  • Review the basics of loan structure, loan support, documentation, and loan compliance.

Learning objective(s)

  • Identify how banks make lending decisions.
  • Recognize the three main areas of lending
  • Identify the basics of loan compliance

Who should take this program?

CPAs, CFO/controllers, financial managers, auditors, financial analysts and practitioners.

Fees

Our records indicate you are a nonmember. If you register, you will be charged $101.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $75.00
checkmark Standard Nonmember Fee $101.00

More program information

Instructor David Osburn, MBA
Location Online
Area
of study
Management
Field(s)
of study
Finance - Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.